Bartlett & Co. Wealth Management LLC United Parcel Service Inc Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 72,395 shares of UPS stock, worth $9.7 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
72,395
Previous 77,554 6.65%
Holding current value
$9.7 Million
Previous $10.6 Billion 7.0%
% of portfolio
0.14%
Previous 0.16%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$123.32 - $147.38 $636,207 - $760,333
-5,159 Reduced 6.65%
72,395 $9.87 Billion
Q2 2024

Jul 12, 2024
SELL
$134.2 - $152.27 $1.6 Million - $1.82 Million
-11,950 Reduced 13.35%
77,554 $10.6 Billion
Q1 2024

May 09, 2024
SELL
$139.08 - $161.22 $304,446 - $352,910
-2,189 Reduced 2.39%
89,504 $13.3 Billion
Q4 2023

Feb 14, 2024
SELL
$134.83 - $162.94 $453,702 - $548,293
-3,365 Reduced 3.54%
91,693 $14.4 Billion
Q3 2023

Feb 14, 2024
SELL
$151.9 - $188.34 $147,950 - $183,443
-974 Reduced 1.01%
95,058 $14.8 Billion
Q2 2023

Feb 14, 2024
BUY
$166.61 - $196.03 $705,926 - $830,579
4,237 Added 4.62%
96,032 $17.2 Billion
Q1 2023

Feb 14, 2024
SELL
$173.82 - $193.99 $183,206 - $204,465
-1,054 Reduced 1.14%
91,795 $17.8 Billion
Q4 2022

Feb 14, 2024
SELL
$159.14 - $190.36 $5,092 - $6,091
-32 Reduced 0.03%
92,849 $16.1 Billion
Q3 2022

Feb 14, 2024
SELL
$161.54 - $208.05 $456,350 - $587,741
-2,825 Reduced 2.95%
92,881 $15 Billion
Q2 2022

Feb 14, 2024
SELL
$167.39 - $206.64 $3.3 Million - $4.07 Million
-19,693 Reduced 17.07%
95,706 $17.5 Billion
Q1 2022

Feb 14, 2024
BUY
$194.83 - $232.11 $1.11 Million - $1.33 Million
5,710 Added 5.21%
115,399 $24.7 Billion
Q4 2021

Feb 14, 2024
SELL
$178.42 - $218.07 $132,030 - $161,371
-740 Reduced 0.67%
109,689 $23.5 Billion
Q3 2021

Feb 13, 2024
SELL
$182.1 - $214.26 $80,124 - $94,274
-440 Reduced 0.4%
110,429 $20.1 Billion
Q2 2021

Feb 13, 2024
SELL
$171.28 - $217.5 $118,525 - $150,510
-692 Reduced 0.62%
110,869 $23.1 Billion
Q1 2021

Feb 13, 2024
BUY
$155.0 - $169.99 $5,580 - $6,119
36 Added 0.03%
111,561 $19 Billion
Q4 2020

Feb 13, 2024
SELL
$155.78 - $176.54 $264,202 - $299,411
-1,696 Reduced 1.5%
111,525 $18.8 Billion
Q3 2020

Feb 13, 2024
SELL
$113.76 - $168.9 $22,183 - $32,935
-195 Reduced 0.17%
113,221 $18.9 Billion
Q2 2020

Feb 13, 2024
SELL
$90.0 - $111.18 $881,370 - $1.09 Million
-9,793 Reduced 7.95%
113,416 $12.6 Billion
Q1 2020

Feb 13, 2024
SELL
$86.17 - $118.61 $2.46 Million - $3.38 Million
-28,494 Reduced 18.78%
123,209 $11.5 Billion
Q4 2019

Feb 13, 2024
SELL
$112.74 - $124.3 $479,708 - $528,896
-4,255 Reduced 2.73%
151,703 $17.8 Billion
Q3 2019

Feb 13, 2024
BUY
$101.62 - $122.85 $10.6 Million - $12.8 Million
104,290 Added 201.85%
155,958 $18.7 Billion
Q2 2019

Feb 13, 2024
BUY
$92.92 - $114.49 $872,518 - $1.08 Million
9,390 Added 22.21%
51,668 $5.34 Billion
Q1 2019

Feb 13, 2024
BUY
$94.45 - $112.13 $487,362 - $578,590
5,160 Added 13.9%
42,278 $4.72 Billion
Q4 2018

Feb 13, 2024
BUY
$89.89 - $118.78 $18,427 - $24,349
205 Added 0.56%
37,118 $3.62 Billion
Q3 2018

Feb 13, 2024
BUY
$105.76 - $124.66 $24,324 - $28,671
230 Added 0.63%
36,913 $4.31 Billion
Q2 2018

Feb 13, 2024
BUY
$103.84 - $118.34 $4,672 - $5,325
45 Added 0.12%
36,683 $3.9 Billion
Q1 2018

Feb 13, 2024
BUY
$101.66 - $134.09 $3.72 Million - $4.91 Million
36,638 New
36,638 $3.83 Billion

Others Institutions Holding UPS

# of Institutions
2,431
Shares Held
524M
Call Options Held
13.8M
Put Options Held
12.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $97.7B
  • Description
  • United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...
More about UPS
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